We guide great people to make smart decisions so they can enjoy an exceptional retirement.

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The Psychology of Retirement

Wouldn’t It Be Great...

..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”
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Kansas City

Calendar of Events 2026

JANUARY

Thursday, January 22
Estate & Taxes in Retirement
6:30 pm - 8:00 pm
Kansas State, Olathe 66061
22201 W Innovation Drive

FEBRUARY

Friday, February 6, Returning Tuesday, February 10
Annual Team Training

Wednesday, Feb 11
Lunch & Learn
Estate Planning 101

Friday, February 13
Coffee Talk w/Scott

Tuesday, February 24
Empowering Women for Today's Retirement
6:30 pm - 8:30 pm
Longview Community College
500 SW Longview Road
Lee's Summit, MO 64081

MARCH

Friday, March 6
Harvesters
10:30 am - 12:30 pm
3801 Topping Avenue, Kansas City MO 64129
Light refreshments served

Please follow these instructions to register online for your reserved event(s):
1. Visit the Harvesters — The Community Food Network event registration page: https://cerv.is/0015rERG
2. Select your desired event and follow the on screen instructions to access the CERVIS registration system. If this is your first time, you will be prompted to create a Volunteer Profile.
Event Reservation Code: ERG
Unable to attend? We will be collecting items in our office:

Food 
Canned vegetables (low sodium)
Canned fruits in 100% juice
Dried fruit (no added sugar preferred)
Canned chicken, tuna, salmon (packed in water)
Brown rice
Whole grain pasta
Dried beans or canned low sodium beans
Peanut, almond, or sun butter
Canned soup (chicken, tomato or vegetable)
Cereal – hot and cold (whole grain, low sugar preferred)
Household Products
Soap
Deodorant
Shampoo
Toilet Paper

No glass please!

Thursday, March 19
Medicare 101
5:30 pm - 6:30 pm

Friday, March 20
Medicare 101
10:00 am - 11:00 am

Tuesday, March 24
Retirement Planning in Today's Economy
6:30 pm - 8:30 pm
Kansas University
12600 S Quivira Road
Overland Park, KS 66213

We're Drowning In Information, But Starving For Wisdom.

There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?

Work Together Closely

We work closely with families just like yours to develop a path to a more clear and secure financial retirement.

Always In Your Camp

Capable, trustworthy and most importantly: competent people in your camp to advise you on what matters most.

Retirement Is Complex

There has never been a more critical time to find professional advice-givers that you can trust.
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Featured articles published on Kiplinger

Browse all of Scott's articles on Kiplinger
Featured image for “Five Tax Strategies to Help Your Money Last in Retirement”

Five Tax Strategies to Help Your Money Last in Retirement

The intricacies of tax planning are a critical component of your overall retirement strategy. Minimizing taxes in retirement isn’t just…
Featured image for “How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years”

How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier,…
Featured image for “Three Ways You Can Flip the Script on Your Taxes”

Three Ways You Can Flip the Script on Your Taxes

Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting…
Featured image for “Can You Build a Retirement Income Plan With Both Risk and Reliability?”

Can You Build a Retirement Income Plan With Both Risk and Reliability?

Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you…

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Featured image for “2026 Winter Newsletter: Kansas City”

2026 Winter Newsletter: Kansas City

A Thoughtful Start to 2026 Winter has a way of slowing things down. The calendar turns, the pace softens, and there’s a natural invitation to pause, especially as we step into a new year. While January often comes with pressure to make bold resolutions, I’ve found that the most meaningful progress usually starts with quieter reflection. As we enter 2026, many retirees and families are navigating a season of transition. Work rhythms have changed or…
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Complete retirement planning process

We’re Driven To Understand Your Why Before We Get To The How

After all, if your advisory team doesn’t understand your motivations, and how you’ve made financial decisions in the past, how on earth can they help you move forward confidently toward the retirement you’ve always dreamt about?
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